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Effortless reporting, analysis and forecasting, enabling accountants to improve the future financial performance of clients within their portfolio.

The Virtual Finance Director is the only application you’ll ever need to improve the future financial performance of businesses within your portfolio. Our solution has been designed and developed by accountants for accountants, ensuring that we always have the core values of the accountancy practice at the forefront of our product development.

We have challenged ourselves to create a complete turnkey solution that automatically analyses the performance of any business that it connects to, constantly monitoring performance with alerts to highlight any opportunities or risks the business faces. There is no need for any technical knowledge and you retain complete control of output to your clients.

There is also no need for any maintenance, and you can be set up and running in a matter of seconds with a complete support infrastructure ensuring you can drive maximum benefit.

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Virtual Finance Director + Xero

Utilising transactional level detail, the Virtual Finance Director automates the complete process of data extraction, interpretation and analysis, opportunity/risk identification and resolution to deliver profit growth.

Setup takes a matter of seconds and the Virtual Finance Director is constantly connected to the source data. As soon as the data is synced, you will start to benefit from automated reporting, insightful analysis, intuitive business intelligence dashboards, KPI alerts and a lot more.

Our white label reporting and dashboard output means you can start to provide your clients with considerably more value than is offered by conventional management accounts.

Reviews & ratings

2 Reviews
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Sean Farnell
I love the VFD - there, I've said it! We've tried many other 'reporting' Apps over the years but nothing has come close the the details of insights that the VFD provides. In fact it's less a reporting tool than a business roadmap, with relatively little input from the accountant or business owner the suite of reports and forecats cast a laser-like focus on the issues and opportunities facing a business. If you've tried the rest, give the best a go. You won't be disappointed.
Andrew Allen
As a business owner, we use Xero for three separate businesses. Our accountant, Martyn Keates of Keates and Co, introduced us to VFD Pro when he took us through a number of extremely detailed reports to help us understand exactly what was going on with our finance. He also highlighted numerous areas where we could make improvements, (cut costs, increase sales and improve margins). Now Martyn is not just our Accountant, he also acts as our Part-Time FD and an invaluable part of our Management Team.
Additional info

App details

Added in 2019

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.